Personal Capital Stock

personalcapital.comFinTech / Personal FinanceFounded: 2009Funding to Date: $247.94MM

Personal Capital is a provider of free online tools designed to allow users to view all of your accounts in one place, allowing them to better understand their entire financial picture.

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Management Team

Jay Shah
Chief Executive Officer
James Burton
Chief Growth Officer
Fritz Robbins
Chief Technology & Information Officer
Allison Amadia
General Counsel and Chief Compliance Officer
Jim Del Favero
Chief Product Officer
Mark Goines
Chief Strategy Officer and Vice Chairman
Craig Birk, CFP®
Chief Investment Officer
Mike Armsby
Chief Financial Officer
Porter Gale
Chief Marketing Officer

Board Members

Steve Harrick
Jeffrey Carney
James Feuille
Venture Capital Group
Jeremy Schein
Corsair Capital
Bill Harris
Paul Desmarais III
Power Financial
Brian Ascher
Marina Levinson
CIO Advisory Group
Charles Goldman
Jay Shah
Bruce Felt
Kira Wampler

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News Highlights

U.S. Personal Finance Software Market to Reach $343 Million by 2026 at 5.0% CAGR: AMR
Increase in need to track & manage income, rise in use of the mobile application, and surge in dependency on the Internet drive the growth of the U.S. personal finance software market.
Inside Personal Capital's reboot; Digital Asset's staff exodus — plus profiles of key players in the WeWork drama
Wall Street Insider is a behind-the-scenes look at the stories dominating banking, business, and big deals.
Inside the quest to reboot Personal Capital, the wealth manager grappling with its identity in the cutthroat robo-advisory age
Personal Capital has enlisted a cadre of new leaders as it seeks to re-tool its look and define its identity as a wealth management firm.
Updated on: Oct 4, 2023


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.